Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 1,421 Topics
  • 5,560 Replies

1421 Topics

A
astasse
asked in Reports and Generic Inquires

Blank PurchaseReceipt report returned from screen SOAP API

This is a copy of my question posted in Everything Else, which I realise should have been posted here.We are attempting to retrieve a report using the SOAP Screen API, but the report we are getting back is blank.  The version of Acumatica we have is Build 20.112.0035.I have the following code:public void PrintReceipt(params PurchaseReceipt[] receipts){ client.Logout(); var screen = new Screen(); try { screen.CookieContainer = new System.Net.CookieContainer(); screen.Url = Properties.Settings.Default.AcumaticaERP_PrintReceipt_Screen; screen.Timeout = 10000000; var lResult = screen.Login(LoginDetails.name, LoginDetails.password); var schema = PX.Soap.Helper.GetSchema<Content>(screen); foreach (var r in receipts) { var ReceiptNo = r.ReceiptNbr.Value; Command[] commands = new Command[] { new Value { Value = "Receipt", LinkedCommand = schema.Parameters.Type }, ne

0
A
2 years ago
T
Varsity I
TharidhiPVarsity I
asked in Reports and Generic Inquires

First Page of Report Only Being Printed

I have created a report where it is based on the Sales Order Screen, requirement is to print each line detail on separate pages, but in my case the first page only prints when I preview the report but when I export to PDF all the pages show up, when there is more than 1 record. I have attached the report for clarity. 

2
Naveen Boga
Captain II
2 years ago
Brian Stevens
Pro III
Brian StevensPro III
asked in Reports and Generic Inquires

Installs and Upgrades Still "Lose" Primary Lists (GI's) Randomly in 2021R1

Oh developer titans of myth and legend, I beg of you… PLEASE find the cause of random primary lists (GI’s) magically disappearing as the result of an upgrade.  This has been going on for several major versions… I think 2021R1 marks the 3rd major release to pain me so with this problem.There seems to be no rhyme or reason that I can find.  When we perform an upgrade on any of or production, testing, or development instances, we never know what GI is going to be missing.  This time, a fresh instance of 2021R1 with nothing but Sales Demo and a very small customization for a blog post lost the Purchase Orders primary list with the upgrade to 21.104.0018.  The workaround is the same every time.  Go to another tenant of the instance or to another instance and export the GI to import where it is missing.  I know there has been discussion on this in the developer community.  Since I cannot reproduce it at will, there is nothing I know to report in opening a case.  When our sysadmin did some re

3
Kulvir Kaila
Jr Varsity I
2 years ago
C
CFchuncho
asked in Reports and Generic Inquires

Report Designer: Parameter Display search does not work properly.

Report Designer: Parameter Display search does not work properly.I have 3 parameters, but one of them is not fully working.Build of parameters:Display CorrectSearch with the Char “P”. Shows Nothing.Search with the second digit of the actual TaskID. Display Correct.Obviously, I shouldn't have to search with the Task ID but with the Task CD. Please help, any suggestion will be appreciated.Thanks!

0
C
2 years ago
G
gwilkinson31
asked in Reports and Generic Inquires

Creating a dashboard widget from a Pivot Table Result

Hello.  We are trying to create a dashboard widget from our AR Overdue categories.  We created a Pivot table widget which summarizes the outstanding AR balances by current, 1-30, 31-60, 61-90, and over 90.  How do I turn the sum of these categories into a dashboard widget ?  Thanks,Gwen

1
BenjaminCrisman
Acumatica Employee
2 years ago
KrunalDoshi
Freshman II
KrunalDoshiFreshman II
asked in Reports and Generic Inquires

Signature on Check printing while processing the combination of Quick Checks and Checks

 Hi,I have updated the check (AP641000) to include the signature on Checks from Cash Account. Relationship: -Picture box property set: -  However, when I print the check from process screen (AP505000) with multiple checks and combinations of Quick Checks and Checks, it does not print signature on all checks.Not sure if that is the bug or if I am missing anything.Please suggest. 

5
C
Semi-Pro I
2 years ago
M
Freshman II
MalgorzataFreshman II
asked in Reports and Generic Inquires

Report Designer - combining tables without relation on layout

Hello AllI am sorry for this question but I am new with Report Designer so I do not have much experience.I was trying to create Generic Inquiry for production data and financial data which are no related (cost amount from account that is not related to Production itself). There could be applied Doc Issue data as the key but I do not think it is rationale and reliable key.Therefore I was thinking of making 2 separate tables in Report Designer - 1 with production data and 1 with financial data for same specific period. And then I would like to have 3rd table where I could make some simple mathematical calculation taking data from both 2 first table.Is it at all possible in Report Designer?I would be grateful for any support. Thank you in advance.Malgorzata

2
M
Freshman II
2 years ago
idrusm52
Jr Varsity II
idrusm52Jr Varsity II
asked in Reports and Generic Inquires

Error: The report does not contain parameters: StatementMessage.

When I try to do AR Print Statement I got error message Error: The report does not contain parameters: StatementMessage.Please advise on how to solve this issue. Thanks,Idrus

1
BenjaminCrisman
Acumatica Employee
2 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Reports and Generic Inquires

how to parse a multi-selector field to get descriptions for each field part

Hi, We have a field that allows for multiple codes to be selected. These codes are attached to descriptions in a table. There can be up to 20 codes in the field and the codes have differing lengths.The field ends up looking like COC; DC & CT; First Article Samples My task is to have the descriptions associated with each segment print on the PO form. I am unsure of how to process the field to get the descriptions. or how to do the join to the table that has the description. Any assistance will be appreciated!

3
BenjaminCrisman
Acumatica Employee
2 years ago
xkylewrightx
Semi-Pro I
xkylewrightxSemi-Pro I
asked in Reports and Generic Inquires

Edit Coumn Names on Dashboard Data Table Widget

Hello--Does anyone know where or how to edit the column names on a Data Table widget?Right now it derives them automatically from the results of the GI.  Thank you!!!! 

2
xkylewrightx
Semi-Pro I
2 years ago
B
branson53
asked in Reports and Generic Inquires

Converting a report formula into a generic inquiry.

Hi, I am trying to convert a pre-existing report to a generic inquiry. Most of the hurdles I have managed to figure out, however I have gotten stuck at the formula for a balance.The formula is as follows:I would like to know why I can’t find [ARRegister.SignBalance] in the generic inquiry. Thanks.

1
BenjaminCrisman
Acumatica Employee
2 years ago
peterj23
Freshman II
peterj23Freshman II
asked in Reports and Generic Inquires

Dashboard colunn chart - show months with no data

Hi Acumatica community!I have a column chart in a dashboard that shows sales by month for individual customers. The column chart only displays months with sales data, which is a problem as many of our customers order every second month or quarterly. See example below.If there are no sales in a given month, I’d prefer that the chart showed zero (a blank space) for that month. This would make it much easier to see the relationship between sales and time.Is that possible in Acumatica? 

1
BenjaminCrisman
Acumatica Employee
2 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Reports and Generic Inquires

Adding a custom Purchase Order Printed form to a vendor

HI, I created a copy of the PO Form, P0641000 as PS641000. I made a change to the new form to print the discount percent rather than the discount amount at the line level.  This form has been added to the site map and works. When I try to add the new report as the default Purchase Order on a vendor, mailing settings tab, I am getting a message that the Report cannot be found in the system.I think I am missing a step somewhere to allow forms that begin with PS to be used. I have done this with other Acumatcia site, but have changed the name to begin with PO & not PS. Is there a way to allow a form beginning with PS to be used??Thank you 

2
wfilipiak67
Captain II
2 years ago
T
Varsity I
TharidhiPVarsity I
asked in Reports and Generic Inquires

Showing Converted Prices Using Currency Rates in Report Designer

I am customizing the Sales Order Report in Acumatica (so641010.rpx) and there is a requirement to convert [SOLine.CuryUnitPrice] to USD given that the unit price is not already in USD, and also currency rate type should be MONTH rate (rate type ID in currency rate types form) and currency effective date in the same month and year range of the Sales Order Date [SOOrder.OrderDate]. I created the joins and values to be picked as follows,SOOrder Left CurrencyRate2 → =Month(OrderDate) Equal Month(CuryEffDate)                                                      Year(OrderDate) Equal Year(CuryEffDate)=IIf(([SOOrder.CuryID]<>'USD' And [CurrencyRate2.CuryRateType]='MONTH' And [CurrencyRate2.FromCuryID]=[SOOrder.CuryID]),+IIf([CurrencyRate2.CuryMultDiv]<>'Multiply',[SOLine.CuryUnitPrice]/[CurrencyRate2.CuryRate],[SOLine.CuryUnitPrice]*[CurrencyRate2.CuryRate]), '-' )At the moment the column always displays ‘-’, so I need verification if this is the right method to carry out conversi

1
Naveen Boga
Captain II
2 years ago
T
Freshman I
TonyFreshman I
asked in Reports and Generic Inquires

Trying to add text to stock email template, while it saves, it isn't showing up when I go to email it out.

I am trying to use stock email notification templates, in this case one is the InvoiceNotification, All I am wanting to do is add our email and direct phone number in the text. Just adding on to the current sentence that they have in the stock. It saves fine but when i go through the invoice - print - send, it doesn’t come through there for some reason. i have made sure that i am adjusting the correct template that is being called and all the dots seem to be connected to call this but it just won’t show the new wording. what am i missing? seems like it would be some quick setting but i can’t find it. Any help would be greatly appreciated. Thank you.

3
M
Acumatica Employee
2 years ago
plmainard
Varsity I
plmainardVarsity I
asked in Reports and Generic Inquires

Generic Inquiry Parameters Defaulting to NEW Value?

In version 2020r2 v205 (I know…  ) I have a couple of GIs that I’ve created that are using the InventoryCD value as my parameter with standard parameters allowing for the display of all items if the parameter is Null.  When I open the Inquiry, either from the UI or using the View Inquiry action from the Generic Inquiries screen, Acumatica is inserting the <NEW> value, as though it’s expecting me to create a new record.   Has anyone seen this before?

4
C
Semi-Pro I
2 years ago
J
Freshman I
john25Freshman I
asked in Reports and Generic Inquires

Not allow zero qty SO

Is there a way to not allow 0 (zero) Qty in the Sales Order screen? 

1
Naveen Boga
Captain II
2 years ago
cmoreland
Semi-Pro II
cmorelandSemi-Pro II
asked in Reports and Generic Inquires

Create Generic Inquiry of items and Sub Items - Manufacturing

I want to generate a generic inquiry that will list stock items and then all of the sub items for that stock item. is there an easy way to accomplish this? 

2
cmoreland
Semi-Pro II
2 years ago
brianmcmillin100
Freshman II
brianmcmillin100Freshman II
asked in Reports and Generic Inquires

Active Pivot Filter Color Scheme

Is there a place I can override the background color applied to an active Pivot filter.  Acumatica default seem to be applying something derived from the primary color override for the active Company or Branch.  In our case it makes the active filter indistinguishable from the non-active filter, causing much confusion with our users.  I don’t need to match the theme, just need to know filter is active.Any alternative (i.e. changing color of text and/or funnel icon) would be acceptable also.

0
brianmcmillin100
Freshman II
2 years ago
T
Varsity I
TharidhiPVarsity I
asked in Reports and Generic Inquires

Calculating Total of Column in Header Section

I am fairly new to Report Designer and I have a requirement where they want the total of a column in the header section, this should print only on the first page and values consideredshould be where page index = page count, how can I fulfill this?

2
T
Varsity I
2 years ago
M
Freshman I
MikeAndrewsFreshman I
asked in Reports and Generic Inquires

Add selected images to an Invoice

Hi all,I'm trying to include an uploaded jpeg image of a stored item to be invoiced on the standard AR641000 form. I've carefully followed an example in the Acumatica S150 Reports Designer document - (See attached Training Doc1 & Doc 2, pages 30-34.). I have checked and rechecked,  but continue to get the following error.  (See Trace 1 attached).The problem seems to be with the table / table join of the Inventory Item. (See attached schema build.Any assistance would be very much appreciated.Thanks

5
M
Freshman I
2 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Reports and Generic Inquires

SEND button on new report does not open email activity

Hi, I created a new report from scratch. It is working except that when I press the SEND button nothing happens. The SEND button does work with other reports. It opens the Email Activity dialog. I have a notification template, a parent source (not sure what this should be), a to email. Any help would be appreciated. Thank you Bill 

0
wfilipiak67
Captain II
2 years ago
P
Varsity I
podonnell11Varsity I
asked in Reports and Generic Inquires

Subreport for Kits only sometimes is being passed to Pick List

Hello Everyone, I am working on a minor edit to my pick list form to print out kit items below items that are kits. I can get the subreport to pass-through just fine when I run the report from SO644000, the pick list screen, by picking the shipment number. When I try to run the Pick List report from the actions dropdown on SO302000, Shipments, and go to Actions → Print Pick list, the subreport does not print on the report.I wonder if this has anything to do with automation steps. Has anyone had this issue before?I am having trouble uploading an rpx file here so here are some screenshots: 

3
BenjaminCrisman
Acumatica Employee
2 years ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires

Enable "Locales" would case function "DateDiff" throw out error when using GI.

Hello,     I encountered an error, and my large guess it is caused by glitch in system. I’d like to report it here.A same GI, it run successfully in 1 Tenant, however it could not even be opened in another tenant which is with “Locales” enabled.  It could be opened and run successfully unless I turned off the “Locales” or I inactive the use of function “DateDiff”.           Like below:       If I active the line with DateDiff function while I keep the locales on, it throws error: 

1
R
Captain II
2 years ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires

Business event- Trigger on INItemsaleshis_FinYtdQTYSales Does not work. How to make it work?

Hello,      I have a need to monitor 1 item’s sales qty. If the qty reaches a certain amount, I shall do something.(business subscriber).       I choose the INItemsaleshis_FinYTDQTYSales to monitor, because it is a aggregation sum value.      However,  I add 2 “or” trigger conditions on business events. And both of them did not work.          What is the right way to happen the trigger work?       Or can I have another methods to monitor the sales qty increasing?

3
Irina
Community Manager
2 years ago

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